Purchases and Sales Made in Q1 2023 in Ishares Core U.S. Aggregate Bo (AGG)
This table provides information about the institutional ownership of Ishares Core U.S. Aggregate Bo (AGG) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES CORE U.S. AGGREGATE BO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
16+ 0.48% |
$1.54K - $1.61K
|
3.33K
$326K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
16+ 27.59% |
$1.54K - $1.61K
|
74
$7.23K
|
|
|
May 12, 2023
Q1 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
15+ 0.47% |
$1.44K - $1.51K
|
3.18K
$311K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
14+ 0.5% |
$1.35K - $1.41K
|
2.83K
$276K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
12+ 0.08% |
$1.16K - $1.21K
|
14.9K
$1.46M
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
11+ 0.46% |
$1.06K - $1.11K
|
2.42K
$236K
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
11+ 0.29% |
$1.06K - $1.11K
|
3.82K
$374K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
11+ 0.49% |
$1.06K - $1.11K
|
2.28K
$223K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10+ 0.08% |
$963 - $1.01K
|
12K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
10New |
$963 - $1.01K
|
10
$977
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
10+ 1.2% |
$963 - $1.01K
|
841
$82.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8+ 0.13% |
$771 - $806
|
5.98K
$585K
|
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
8+ 0.14% |
$771 - $806
|
5.62K
$549K
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
8New |
$771 - $806
|
8
$782
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
8+ 3.79% |
$771 - $806
|
219
$21.4K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7+ 0.28% |
$674 - $706
|
2.52K
$246K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7+ 1.22% |
$674 - $706
|
580
$56.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
6+ 0.85% |
$578 - $605
|
713
$69.7K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6+ 0.12% |
$578 - $605
|
4.88K
$476K
|
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
5+ 0.23% |
$482 - $504
|
2.21K
$216K
|
|
|
Apr 24, 2023
Q1 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
4+ 0.17% |
$385 - $403
|
2.38K
$233K
|
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
4+ 0.01% |
$385 - $403
|
38.9K
$3.8M
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
4+ 0.1% |
$385 - $403
|
4.03K
$394K
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
3+ 0.1% |
$289 - $302
|
3.1K
$303K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 0.54% |
$289 - $302
|
557
$54.4K
|
|
|
May 08, 2023
Q1 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
3+ 0.09% |
$289 - $302
|
3.23K
$315K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
2+ 0.05% |
$193 - $202
|
3.85K
$376K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 0.01% |
$193 - $202
|
20.6K
$2.01M
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2+ 0.85% |
$193 - $202
|
237
$23.2K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2+ 0.7% |
$193 - $202
|
287
$28.1K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2+ 0.02% |
$193 - $202
|
9.31K
$910K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 0.02% |
$96.3 - $101
|
4.73K
$463K
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
1+ 0.01% |
$96.3 - $101
|
13.7K
$1.34M
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1+ 0.07% |
$96.3 - $101
|
1.54K
$150K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1+ 0.1% |
$96.3 - $101
|
1.01K
$98.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.07% |
$96.3 - $101
|
1.42K
$138K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1New |
$96.3 - $101
|
1
$97.7
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.45% |
$96.3 - $101
|
224
$21.9K
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1+ 0.01% |
$96.3 - $101
|
8.07K
$788K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 0.12% |
$96.3 - $101
|
805
$78.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-2- 0.05% |
$193 - $202
|
3.69K
$360K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-4- 0.11% |
$385 - $403
|
3.65K
$357K
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-5- 0.21% |
$482 - $504
|
2.33K
$227K
|
|
|
Apr 27, 2023
Q1 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-5- 0.2% |
$482 - $504
|
2.49K
$244K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-5- 0.12% |
$482 - $504
|
4.24K
$414K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-5- 0.1% |
$482 - $504
|
4.85K
$474K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-9- 0.33% |
$867 - $907
|
2.76K
$270K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-10- 0.25% |
$963 - $1.01K
|
3.97K
$388K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-11- 0.85% |
$1.06K - $1.11K
|
1.29K
$126K
|
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-13- 0.05% |
$1.25K - $1.31K
|
24.5K
$2.39M
|